Turnover: ()

Country: France

  • The Magnacarta Group was born in 2016 from the merger of several French wealth management consultancies.
  • The group's name refers to the "Magna Carta", considered to be the first act of wealth management.
  • The group's first agencies were created in 1993 by Rémy Sax. Today, the network has grown to more than 70 locations in France, making it the leading group in the country.
  • The company advises some 20,000 customers and manages around €2 billion in outstandings. The Magnacarta network employs 18 wealth management experts.
  • The company is 65% owned by the Burrus Group

october 7, 2019 - Vincent Couroyer presents Magnacarta's strategy - Source(L'agefi actifs)

  • Magnacarta wants to create private asset management divisions
  • The group also wants to expand its offering to reach more and more customers

may 19, 2021 - Magnacarta in figures - source (Magnacarta.fr)

  • the company has been in existence for 25 years
  • 18 experts
  • 71 offices in France and Drom-Com
  • more than 20,000 customers

Financial Data

DUNS: 431687060

Legal Name: MAGNACARTA

Address: 32 RUE DE LA REPUBLIQUE , 69002 LYON 2EME

Number of employees: Entre 20 et 49 salariés (2018)

Capital: 2 564 032


Financial Data:

Year Turnover (€) Net Profit (€) Fiscal Year End Fiscal Year Duration
2015 915 548 EUR 32 574 EUR 31/12/2015 12

Company Managers:

Position First Name Last Name Age Linkedin
Président Vincent COUROYER 54
Direction Générale, Services Financiers, Gestion d'Actifs, Gestion de Patrimoine, Développement Commercial Arnaud Bayzelon
Directeur général Julie Compagnon

Studies mentioning this company

The wealth management market - France

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